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Accredited Investors’s Duke Energy DUK Stock Holding History

Accredited Investors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,188
Closed -$212K – 212
2023
Q4 		$212K Buy
+2,188
New +$199K 0.02% 185
2023
Q2 		– Sell
-2,178
Closed -$210K – 192
2023
Q1 		$210K Buy
+2,178
New +$215K 0.02% 179
2018
Q3 		– Sell
-3,081
Closed -$244K – 131
2018
Q2 		$244K Buy
+3,081
New +$237K 0.06% 96
2017
Q3 		– Sell
-2,806
Closed -$235K – 119
2017
Q2 		$235K Buy
2,806
+19
+0.7% +$1.6K 0.06% 90
2017
Q1 		$229K Buy
2,787
+19
+0.7% +$1.51K 0.06% 96
2016
Q4 		$215K Buy
2,768
+17
+0.6% +$1.3K 0.06% 93
2016
Q3 		$220K Buy
2,751
+63
+2% +$5.22K 0.06% 88
2016
Q2 		$231K Sell
2,688
-148
-5% -$11.8K 0.06% 86
2016
Q1 		$229K Buy
+2,836
New +$215K 0.06% 83
2015
Q4 		– Sell
-2,835
Closed -$204K – 90
2015
Q3 		$204K Buy
+2,835
New +$205K 0.05% 79

Other funds holding DUK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return